Latest Institutional Transactions on Ishares Msci World ETF (URTH)
This table provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.9KNew |
$1.29M - $1.5M
|
12.9K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.87% |
$99.7 - $116
|
116
$17.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2KNew |
$199K - $232K
|
2K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151New |
$15.1K - $17.5K
|
151
$23.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.67K+ 199.53% |
$964K - $1.12M
|
14.5K
$2.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69KNew |
$6.88M - $7.99M
|
69K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11KNew |
$211K - $244K
|
2.11K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169New |
$16.9K - $19.6K
|
169
$25.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$6.58K - $7.64K
|
66
$10.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.78KNew |
$177K - $206K
|
1.78K
$272K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
132New |
$13.2K - $15.3K
|
132
$20.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.66KNew |
$564K - $655K
|
5.66K
$867K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.54% |
$1.4K - $1.62K
|
2.63K
$403K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.41KNew |
$541K - $647K
|
5.41K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.01K+ 31.86% |
$201K - $240K
|
8.31K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$9.65K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
999New |
$99.9K - $119K
|
999
$153K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$334K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$6.54M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
84.4KNew |
$8.8M - $10.9M
|
84.4K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$175K - $218K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.72KClosed |
$180K - $224K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$2.18M - $2.71M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
501New |
$52.2K - $65K
|
501
$76.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.59KClosed |
$166K - $206K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20+ 0.33% |
$2.09K - $2.59K
|
6.16K
$943K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$104 - $130
|
1
$153
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.67KClosed |
$174K - $217K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.83K- 67.53% |
$190K - $237K
|
878
$135K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.22KClosed |
$231K - $288K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$10.3K - $12.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.1K- 14.38% |
$1.68M - $2.09M
|
95.9K
$14.7M
|
|
| Q1 2022 | |||||||
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$88.2K - $102K
|
750
$115K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-585- 50.0% |
$68.8K - $79.6K
|
585
$89.6K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53KClosed |
$179K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.59KClosed |
$304K - $352K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.7KClosed |
$200K - $232K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-154Closed |
$18.1K - $21K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-8.21KClosed |
$966K - $1.12M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$8.23K - $9.52K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-74KClosed |
$8.7M - $10.1M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.18K- 38.88% |
$727K - $841K
|
9.72K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.9KClosed |
$811K - $939K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-521Closed |
$61.2K - $70.9K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39KClosed |
$4.59M - $5.31M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.64KNew |
$333K - $360K
|
2.64K
$405K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-453Closed |
$57.1K - $61.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
400New |
$50.4K - $54.6K
|
400
$61.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33Closed |
$4.16K - $4.5K
|
0
$0
|
|